My company regularly creates "rosters" (or directory documents) that list contact info for people with roles for a trust fund. The rosters have a certain format -- people with an "Administrator" role are listed at the top, then people with the Attorney role, etc., then below a line are two columns--the left is for records with Union Trustee roles, the right is for records with Management Trustee roles (see attached).

If the list of contacts is an Excel document and Role is one of the fields, (or columns), is it possible to merge the contacts records to certain places in the Word document based on their value in the Role field? I can make sure the Excel document is sorted by Role in the order the contacts will need to be inserted, and make sure the Word document allows inserted the maximum number of possible records for each section, but I don't know how to make Word jump to a new section if the next record has a certain Role value.

Thank you!!

Attached Files

Sanitized Roster.doc (55.0 KB, 10 views)